FUNCNasdaqNational Commercial BanksFiscal year ends December 31
FIRST UNITED CORP/MD/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$43.63−0.61 (-1.38%)
Close on Oct 19, 2026
- Market cap
- $281.89M
- P/E (TTM)
- 11.3
- Dividend yield
- 2.20%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.5%
3M of 6M shares
Institutional holders
90
9 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
20 buys · 4 sales
Net sold $449.05K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 378,880 | 5.90% | 13G (passive) | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 335,832 | 5.00% | 13G (passive) | Dec 29, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FUNC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 456,248 | 7.07% | $20.13M | +65,335 | 0.00% |
| Dimensional Fund Advisors LP | 361,916 | 5.61% | $15.96M | +974 | 0.00% |
| Vanguard Capital Management LLC | 269,289 | 4.17% | $11.88M | +332 | 0.00% |
| Gendell Jeffrey L | 178,352 | 2.76% | $7.87M | – | 0.07% |
| De Lisle Partners LLP | 164,390 | 2.55% | $7.28M | – | 0.79% |
| Geode Capital Management, LLC | 151,702 | 2.35% | $6.69M | +12,134 | 0.00% |
| Huber Capital Management LLC | 119,937 | 1.86% | $5.29M | – | 0.78% |
| American Century Companies Inc | 113,551 | 1.76% | $5.01M | +191 | 0.00% |
| Renaissance Technologies LLC | 111,195 | 1.72% | $4.90M | +7,600 | 0.01% |
| Acadian Asset Management LLC | 106,844 | 1.66% | $4.71K | +12,138 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 101,766 | 1.58% | $4.49M | +1,195 | 0.00% |
| State Street Corp | 85,440 | 1.32% | $3.77M | −1,916 | 0.00% |
| Bridgeway Capital Management, LLC | 75,780 | 1.17% | $3.34M | – | 0.06% |
| Northern Trust Corp | 64,429 | 1.00% | $2.84M | +4,946 | 0.00% |
| Goldman Sachs Group Inc | 62,888 | 0.97% | $2.77M | −1,375 | 0.00% |
| Pinnacle Holdings, LLC | 58,916 | 0.91% | $2.60M | −60 | 0.80% |
| Morgan Stanley | 52,964 | 0.82% | $2.34M | −696 | 0.00% |
| Two Sigma Investments, LP | 47,822 | 0.74% | $2.11M | +10,065 | 0.00% |
| Vanguard Portfolio Management LLC | 40,785 | 0.63% | $1.80M | +6,020 | 0.00% |
| Vanguard Fiduciary Trust Co | 39,638 | 0.61% | $1.75M | +1,693 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 90 | 3M | 49.5% | 9 / 37 | 23 / 6 | 0M | 0M |
| Q1 2026 | 88 | 3M | 47.4% | 11 / 25 | 36 / 8 | 0M | 0M |
| Q4 2025 | 86 | 3M | 48.1% | 15 / 28 | 27 / 7 | 0M | 0M |
| Q3 2025 | 78 | 3M | 46.9% | 18 / 19 | 25 / 5 | 0M | 0M |
| Q2 2025 | 65 | 3M | 46.9% | 25 / 22 | 13 / 15 | 1M | 1M |
| Q1 2025 | 55 | 3M | 43.9% | 8 / 28 | 13 / 8 | 0M | 0M |
| Q4 2024 | 55 | 3M | 43.9% | 9 / 22 | 17 / 4 | 0M | 0M |
| Q3 2024 | 51 | 3M | 42.3% | 15 / 19 | 8 / 4 | 0M | 0M |
| Q2 2024 | 41 | 2M | 38.2% | 3 / 15 | 14 / 9 | 0M | 0M |
| Q1 2024 | 47 | 3M | 38.9% | 10 / 21 | 10 / 5 | 1M | 0M |
| Q4 2023 | 42 | 2M | 34.5% | 9 / 16 | 7 / 2 | 0M | 0M |
| Q3 2023 | 35 | 2M | 32.8% | 3 / 7 | 12 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FUNC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 195,054 | 3.02% | $8.60M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 166,107 | 2.57% | $7.33M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 97,066 | 1.50% | $3.84M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 83,677 | 1.30% | $3.69M | 0.02% | Jul 31, 2026 |
| Huber Small Cap Value Fund | 78,008 | 1.21% | $3.44M | 3.35% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 66,010 | 1.02% | $2.91M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 65,722 | 1.02% | $2.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 60,094 | 0.93% | $2.65M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 44,311 | 0.69% | $1.96M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 38,112 | 0.59% | $1.68M | 0.07% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 37,553 | 0.58% | $1.66M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 35,254 | 0.55% | $1.56M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 31,007 | 0.48% | $1.23M | 0.01% | May 31, 2026 |
| Omni Small-Cap Value Fund | 29,176 | 0.45% | $1.29M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 28,601 | 0.44% | $1.13M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason Barry Rush | Chairman, President & CEO, Director | 27,311 | 0.42% | Aug 5, 2026 |
| Tonya K. Sturm | EVP & CFO | 11,841 | 0.18% | Aug 5, 2026 |
| Robert L. Fisher II | EVP & Chief Banking Officer | 9,105 | 0.14% | Jul 29, 2026 |
| Keith Sanders | EVP & Chief Wealth Officer | 10,342 | 0.16% | Jul 27, 2026 |
| Anthony James Tasker | SVP & COO | 988 | 0.02% | Mar 10, 2026 |
| Julie W. Peterson | SVP & Chief Credit Officer | 1,603 | 0.02% | Mar 10, 2026 |
| Brian R. Boal | Director | 22,386 | 0.35% | Aug 5, 2026 |
| Irvin Robert Rudy | Director | 39,000 | 0.60% | Jul 28, 2026 |
| John F. Barr | Director | 30,904 | 0.48% | May 29, 2026 |
| Patricia Milon | Director | 11,481 | 0.18% | May 29, 2026 |
| Christy DiPietro | Director | 16,684 | 0.26% | May 29, 2026 |
| Beth Moran | Director | 28,952 | 0.45% | May 29, 2026 |
| Kevin Hessler | Director | 5,573 | 0.09% | May 29, 2026 |
| Sanu Chadha | Director | 9,862 | 0.15% | May 29, 2026 |
| H. Andrew Walls III | Director | 66,933 | 1.04% | May 29, 2026 |
| Carissa Lynn Rodeheaver | – | 50,047 | 0.78% | Aug 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tonya K. Sturm EVP & CFO | Aug 3, 2026 | Buy | +2.47 | $45.84 | $113 | 11,835 |
| Brian R. Boal Director | Aug 3, 2026 | Buy | +73.59 | $45.84 | $3.37K | 22,386 |
| Carissa Lynn Rodeheaver – | Aug 3, 2026 | Buy | +103.05 | $45.84 | $4.72K | 49,010 |
| Carissa Lynn Rodeheaver – | Aug 3, 2026 | Buy | +36.88 | $45.32 | $1.67K | 48,907 |
| Jason Barry Rush Chairman, President & CEO, Director | Aug 3, 2026 | Buy | +63.67 | $45.84 | $2.92K | 27,311 |
| Robert L. Fisher II EVP & Chief Banking Officer | Jul 28, 2026 | Sale | −5,250 | $45.29 | $237.77K | 9,105 |
| Irvin Robert Rudy Director | Jul 24, 2026 | Sale | −1,000 | $44.58 | $44.58K | 37,500 |
| Keith Sanders EVP & Chief Wealth Officer | Jul 23, 2026 | Sale | −5,000 | $43.68 | $218.40K | 10,342 |
| John F. Barr Director | May 27, 2026 | Award | +1,000 | – | – | 30,904 |
| H. Andrew Walls III Director | May 27, 2026 | Award | +1,000 | – | – | 52,079 |
| Brian R. Boal Director | May 27, 2026 | Award | +1,395 | – | – | 22,312 |
| Irvin Robert Rudy Director | May 27, 2026 | Award | +1,000 | – | – | 38,500 |
| Sanu Chadha Director | May 27, 2026 | Award | +1,263 | – | – | 9,862 |
| Christy DiPietro Director | May 27, 2026 | Award | +1,395 | – | – | 16,684 |
| Beth Moran Director | May 27, 2026 | Award | +1,000 | – | – | 28,952 |
| Patricia Milon Director | May 27, 2026 | Award | +1,000 | – | – | 11,481 |
| Kevin Hessler Director | May 27, 2026 | Award | +1,395 | – | – | 5,573 |
| Robert L. Fisher II Chief Banking Officer | May 20, 2026 | Tax withholding | −146 | $36.88 | $5.38K | 14,355 |
| Tonya K. Sturm EVP & CFO | May 20, 2026 | Tax withholding | −133 | $36.88 | $4.91K | 11,776 |
| Keith Sanders EVP & Chief Wealth Officer | May 20, 2026 | Tax withholding | −120 | $36.88 | $4.43K | 15,342 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Award | +3,023 | – | – | 50,923 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Tax withholding | −2,638 | $37.54 | $99.03K | 48,729 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Returned to company | −235 | – | – | 51,773 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Award | +1,085 | – | – | 52,008 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Returned to company | −406 | – | – | 51,367 |
| Jason Barry Rush President & CEO | May 1, 2026 | Buy | +76.08 | $38.10 | $2.90K | 27,167 |
| Carissa Lynn Rodeheaver Director | May 1, 2026 | Buy | +44.04 | $37.70 | $1.66K | 47,777 |
| Carissa Lynn Rodeheaver Director | May 1, 2026 | Buy | +123.14 | $38.10 | $4.69K | 47,900 |
| Brian R. Boal Director | May 1, 2026 | Buy | +78.48 | $38.10 | $2.99K | 20,917 |
| Tonya K. Sturm EVP & CFO | May 1, 2026 | Buy | +2.95 | $38.10 | $112 | 11,909 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 16, 2026 | Award | +420 | – | – | 15,603 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 16, 2026 | Tax withholding | −141 | $35.99 | $5.07K | 15,462 |
| Tonya K. Sturm EVP & CFO | Mar 16, 2026 | Tax withholding | −144 | $35.99 | $5.18K | 11,841 |
| Tonya K. Sturm EVP & CFO | Mar 16, 2026 | Award | +428 | – | – | 11,985 |
| Jason Barry Rush President & CEO | Mar 16, 2026 | Award | +502 | – | – | 27,000 |
| Robert L. Fisher II EVP & Chief Lending Officer | Mar 16, 2026 | Award | +526 | – | – | 14,679 |
| Robert L. Fisher II EVP & Chief Lending Officer | Mar 16, 2026 | Tax withholding | −178 | $35.99 | $6.41K | 14,501 |
| Carissa Lynn Rodeheaver Director | Mar 16, 2026 | Award | +766 | – | – | 47,899 |
| Carissa Lynn Rodeheaver Director | Mar 16, 2026 | Tax withholding | −311 | $35.99 | $11.19K | 47,588 |
| Julie W. Peterson SVP & Chief Credit Officer | Mar 6, 2026 | Award | +651 | – | – | 1,603 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 6, 2026 | Award | +735 | – | – | 15,183 |
| Anthony James Tasker SVP & COO | Mar 6, 2026 | Award | +465 | – | – | 988 |
| Jason Barry Rush President & CEO | Mar 6, 2026 | Award | +1,252 | – | – | 26,498 |
| Tonya K. Sturm EVP & CFO | Mar 6, 2026 | Award | +819 | – | – | 11,557 |
| Robert L. Fisher II EVP & Chief Revenue Officer | Mar 6, 2026 | Award | +875 | – | – | 14,153 |
| Anthony James Tasker SVP & COO | Mar 6, 2026 | Award | +189 | – | – | 523 |
| Carissa Lynn Rodeheaver Director | Feb 25, 2026 | Tax withholding | −164 | $35.42 | $5.81K | 47,133 |
| Robert L. Fisher II Chief Revenue Officer | Feb 25, 2026 | Tax withholding | −106 | $35.42 | $3.75K | 13,278 |
| Keith Sanders Sr. VP & Sr. Trust Officer | Feb 25, 2026 | Tax withholding | −88 | $35.42 | $3.12K | 14,448 |
| Tonya K. Sturm EVP & CFO | Feb 25, 2026 | Tax withholding | −89 | $35.42 | $3.15K | 10,738 |
| Anthony James Tasker SVP & COO | Feb 4, 2026 | Sale | +0.85 | $39.15 | $33 | 334 |
| Jason Barry Rush President & CEO | Feb 3, 2026 | Buy | +72.58 | $39.68 | $2.88K | 25,246 |
| Tonya K. Sturm EVP & CFO | Feb 3, 2026 | Buy | +2.82 | $39.68 | $112 | 10,827 |
| Brian R. Boal Director | Feb 3, 2026 | Buy | +74.87 | $39.68 | $2.97K | 20,839 |
| Carissa Lynn Rodeheaver Director | Feb 3, 2026 | Buy | +117.47 | $39.68 | $4.66K | 47,297 |
| Carissa Lynn Rodeheaver Director | Feb 3, 2026 | Buy | +41.66 | $39.60 | $1.65K | 46,909 |
| Tonya K. Sturm SVP & CFO | Nov 3, 2025 | Buy | +63.67 | $35.15 | $2.24K | 10,763 |
| Carissa Lynn Rodeheaver Chairman, President & CEO, Director | Nov 3, 2025 | Buy | +131.64 | $35.15 | $4.63K | 46,999 |
| Carissa Lynn Rodeheaver Chairman, President & CEO, Director | Nov 3, 2025 | Buy | +46.23 | $35.42 | $1.64K | 46,867 |
| Jason Barry Rush SVP & COO | Nov 3, 2025 | Buy | +81.33 | $35.15 | $2.86K | 25,089 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.